Filed March 9, 2020 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,528 | $138,385-33.1% | $184,200-49.8% | $80,874+14.4% |
| Participation rate | 93.2% | 83.9%+9.4pp | 86.8%+6.4pp | 67.6%+25.6pp |
| Annual return | 13.91% | 20.02%-6.1pp | 28.80%-14.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,320 | $4,849-31.5% | $6,424-48.3% | $2,756+20.5% |
| Participant deferral / active EE | $6,538 | $7,073-7.6% | $9,132-28.4% | $4,297+52.2% |
| Admin fee / account holder | $3,181 | $10,483-69.7% | $13,907-77.1% | $6,935-54.1% |